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Coppell Advisory Solutions’s Elevance Health ELV Stock Holding History

Coppell Advisory Solutions’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-204
Closed -$75.3K – 769
2024
Q4 		$75.3K Sell
204
-4
-2% -$1.67K 0.01% 485
2024
Q3 		$109K Buy
208
+55
+36% +$29.4K 0.02% 383
2024
Q2 		$82.9K Buy
+153
New +$80.9K 0.01% 398
2023
Q4 		$115K Buy
244
+221
+961% +$102K 0.02% 342
2023
Q3 		$11.8K Sell
23
-3
-12% -$1.36K ﹤0.01% 584
2023
Q2 		$11.4K Buy
+26
New +$12K ﹤0.01% 663
2023
Q1 		– Sell
-23
Closed -$11.8K – 454
2022
Q4 		$11.8K Buy
+23
New +$11.7K ﹤0.01% 586

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Coppell Advisory Solutions's ELV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 204 shares — an estimated $75.3K sold.

Coppell Advisory Solutions first reported a position in ELV in Q4 2022 and held it in 7 quarters. The position peaked at $115K in Q4 2023. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 204 Elevance Health shares in Q1 2025, an estimated $75.3K.
  • Coppell Advisory Solutions first reported a position in Elevance Health in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Elevance Health position peaked at $115K in Q4 2023.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.